| UPS |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.66 vs. cons $1.61 |
MEDIUM |
| UPS |
Report |
Consolidated revenue |
BEAT |
pred ~$21.65B vs. cons $21.42B |
MEDIUM |
| UPS |
Report |
U.S. Domestic adjusted operating margin |
IN-LINE |
pred ~8.0% vs. cons 8.0% |
HIGH |
| UPS |
Guide |
FY26 consolidated revenue outlook |
UNCHANGED |
guide ~$89.7B vs. cons $89.7B (FY26) |
HIGH |
| UPS |
Guide |
FY26 consolidated adjusted operating-margin outlook |
UNCHANGED |
guide ~9.6% vs. cons 9.6% (FY26) |
HIGH |
| UPS |
Guide |
FY26 adjusted diluted EPS outlook |
UNCHANGED |
guide ~$6.10 vs. cons $6.06 (FY26) |
MEDIUM |
| UPS |
Guide |
2H26 U.S. Domestic revenue-per-piece versus cost-per-piece spread |
BETTER |
guide ~+0.75% spread vs. cons +0.50% spread (2H26 exit rate) |
MEDIUM |
| UPS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| UPS |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A ~$1.66 EPS result versus $1.61 consensus and ~$21.65B revenue versus $21.42B should create an initial positive reaction, but maintaining ~$89.7B revenue versus $89.7B consensus and 9.6% margin versus 9.6% consensus leaves limited upward FY26 estimate revision. |
MEDIUM |